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RISE invests in emerging markets equities through a process that blends quantitative signals with company research. The strategy looks for businesses trading at lower relative valuations while showing improving prospects, positive momentum, and sufficient liquidity, with an emphasis on avoiding value traps. Country selection favors markets with growing working-age populations, which currently excludes certain larger markets such as China, Taiwan, and Korea. The portfolio is expected to have meaningful exposure to financials, including banks, insurers, and financial services firms, and may also use ETFs or futures, while maintaining limited flexibility to invest in SPAC-related securities or emerging markets debt. ESG considerations are included in portfolio construction. The approach may suit those seeking a differentiated emerging markets allocation with a valuation tilt and demographic overlay.
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